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Find book summaries and journal articles on private wealth management:
 

• getAbstract book summaries
• EBSCO journal database
  

Business Development Tools at CFA Institute

New initiatives help members communicate with clients, develop new business, and increase the profile of the CFA charter.

• Private Client E-Newsletter Program: Quickly and easily create and send sophisticated, customized e-newsletters to your clients and prospects
  
• Marketing Materials: Professionally designed and customizable marketing materials provide a starting point for attracting new clients
• Private Wealth Management advertising campaign in North America directs people to “Find an Adviser” in a publicly available directory on the CFA Institute website
• Sign up to be included in the "Find an Adviser" public member directory

Private Wealth: Wealth Management in Practice
Filled with insights and expert advice, the first book in the CFA Institute Investment Perspectives series skillfully addresses the essential issues found in today's private wealth arena

Sample chapters: Chapter 3 (PDF) and Chapter 10 (PDF)

Wealth Management 2010
9–10 March 2010
Phoenix, Arizona, USA
CE credits TBD

Asset Allocation for Private Clients
8−9 June 2010
Bellevue, Washington, USA
CE credits TBD

"Exchange Funds: A Useful Tool to Achieve Diversification"
Thomas J. Bozcar, CFA
Private Wealth Management Newsletter, August 2009
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Search the PWM Newsletter archive

"What Will the Likely Range of My Wealth Be?"
Raymond Kan and Guofu Zhou
Financial Analysts Journal, July/August 2009
1 CE credit

Search for more FAJ articles

"Target-Date Solutions: Is a Target Date Enough?"
Tom Idzorek, CFA
Conference Proceedings Quarterly, September 2009
0.5 CE credit

Search for more CPQ  articles

"Closing the Generation Gap"

Nancy Opiela

CFA Magazine, July/August 2009

 Search for more CFA Magazine articles

"Transferring Wealth via the Bank of Mom & Dad"

Jason Zweig

Summarized by Daniel J. Larocco, CFA

CFA Digest,February 2010

 Search for more CFA Digest articles

From the Research Foundation of CFA Institute Private Wealth Management Series:

The Future of Life-Cycle Saving and Investing: The Retirement Phase (PDF)

Zvi Bodie, Laurence B. Siegel, and Rodney N. Sullivan, CFA

Research Foundation Publications, October 2009
5 CE credits

  View more from the Research Foundation

International Wealth Management − Online Training Program
Access a wide array of online learning packages at a substantial discount through a new partnership between CFA Institute and LawInContext

Podcasts and Webcasts: 

Watch "Risk Management and Tax-Aware Portfolio Strategies for Private Clients" (Take 15 Series)
David M. Stein
Price (USD):
0.5 CE credit

Watch "Investment Policy for Individuals During the Decumulation Phase"
D. Don Ezra
Price (USD):
1 CE credit

Read LPL’s white paper discussing the Hybrid RIA Market

Note: To access this free content, you will be required to complete a form on the LPL site

Read the 2009 PricewaterhouseCoopers Global Private Banking / Wealth Management Survey

Read the Capgemini/Merrill Lynch 2009 World Wealth Report (PDF)

Read the Capgemini/Merrill Lynch 2009 Asia-Pacific Wealth Report

Read Asset-Liability Management in Private Wealth Management (PDF) from EDHEC-Risk and industry reaction (PDF) to the study

Multigenerational Wealth Management: Getting a Legacy Up (PDF) from Bernstein Global Wealth Management Research

The Future of Investment: the next move? (PDF) from CREATE-Research

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